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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,532 | $115,225-60.5% | $100,712-54.8% | $138,895-67.2% |
| Participation rate | 40.0% | 74.3%-34.3pp | 69.3%-29.3pp | 79.9%-39.9pp |
| Annual return | 17.43% | 40.35%-22.9pp | 33.27%-15.8pp | 145.39%-128.0pp |
| Employer contribution / active EE | $414 | $2,771-85.1% | $2,313-82.1% | $4,194-90.1% |
| Participant deferral / active EE | $3,330 | $4,699-29.1% | $4,085-18.5% | $6,396-47.9% |
| Admin fee / account holder | $169 | $10,844-98.4% | $9,256-98.2% | $12,562-98.7% |